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Junior Paraplanner
2 months ago
Associate Paraplanner – Join a Leading Chartered Financial Planning Firm in South Bristol
Are you looking to kickstart your career in paraplanning with a well-established, organically grown firm of Chartered Financial Planners? Our client, based in South Bristol, is renowned for delivering exceptional financial advice and ensuring long-term client satisfaction. They are currently seeking a dedicated AsscoiateParaplanner to join their thriving Adviser Support team.
The Opportunity:
This is a fantastic chance to join a close-knit, professional team and play a key role in supporting financial advisers. As an Associate Paraplanner, you will be integral to maintaining the firm's high standards by providing critical administrative and technical support. This is an office-based position, ideal for someone looking to develop their skills in a dynamic, client-focused environment.
What You'll Do:
- Assist advisers with essential administrative and technical tasks
- Compile recommendation paperwork, including drafting suitability reports
- Conduct tax calculations such as Inheritance Tax and Capital Gains Tax
- Prepare client valuations and gather investment/fund information
- Ensure accurate maintenance of client and research records in line with company policies
- Perform in-depth product research, analysis, and due diligence
